Corient Private Wealth
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Corient Private Wealth’s Synchrony SYF Stock Holding History

Corient Private Wealth’s Portfolio SYF Stock Details SYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.3M Sell
182,332
-68,936
-27% -$5.01M 0.02% 544
2025
Q4 		$13.6M Buy
251,268
+182,932
+268% +$14M 0.01% 677
2025
Q3 		$4.86M Buy
68,336
+3,644
+6% +$264K 0.01% 723
2025
Q2 		$4.32M Buy
64,692
+2,419
+4% +$135K 0.01% 740
2025
Q1 		$3.3M Sell
62,273
-1,048
-2% -$64.8K 0.01% 811
2024
Q4 		$4.12M Sell
63,321
-31,892
-33% -$1.95M 0.01% 756
2024
Q3 		$4.75M Buy
95,213
+30,765
+48% +$1.49M 0.01% 765
2024
Q2 		$3.04M Buy
64,448
+3,192
+5% +$139K 0.01% 865
2024
Q1 		$2.64M Sell
61,256
-1,277
-2% -$50.9K ﹤0.01% 909
2023
Q4 		$2.39M Sell
62,533
-2,958
-5% -$93.6K ﹤0.01% 926
2023
Q3 		$2M Buy
65,491
+3,029
+5% +$101K ﹤0.01% 919
2023
Q2 		$2.12M Sell
62,462
-11,048
-15% -$337K ﹤0.01% 874
2023
Q1 		$2.14M Buy
73,510
+18,715
+34% +$629K 0.01% 822
2022
Q4 		$1.81M Buy
+54,795
New +$1.88M 0.01% 732

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Corient Private Wealth's SYF Position: Q1 2026 in Review

Corient Private Wealth reduced its Synchrony (SYF) stake by 27% in Q1 2026, selling an estimated $5.01M and leaving 182,332 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #544.

Corient Private Wealth first reported a position in SYF in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.6M in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Corient Private Wealth held 182,332 shares of Synchrony worth $12.3M as of Q1 2026.
  • Corient Private Wealth sold 68,936 Synchrony shares in Q1 2026, an estimated $5.01M.
  • Synchrony made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #544 holding.
  • Corient Private Wealth first reported a position in Synchrony in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Synchrony position peaked at $13.6M in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.